ES
EVERSOURCE ENERGYMarquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $61 | $68 | +12% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $61 | $68 | +12% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $61 | $68 | +12% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $61 | $68 | +12% |
| Renaissance Technologies re-entered | Q4 2024(8Q snapshot) | 6Q | $56 | $68 | +21% |
| Soros Fund Management | Q1 2026(8Q snapshot) | 1Q | $72 | $68 | -5% |
| D.E. Shaw | Q2 2026(8Q snapshot) | 1Q | $66 | $68 | +3% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Point72 Asset Management | Q3 2025 | Q1 2026 | → $71 | +14% |
| Bridgewater Associates 5× in & out | Q3 2021 | Q3 2024 | → $61 | -18% |
| Maverick Capital 2× in & out | Q4 2021 | Q1 2022 | → $68 | -1% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at EVERSOURCE ENERGY. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 5, 2026 — the most recent Form 4 on file — not from today.
- Form 40000072741-26-000091Jun 5, 2026
- Form 40000072741-26-000088May 18, 2026
- Form 40000072741-26-000086May 11, 2026
- Form 40000072741-26-000083Mar 6, 2026
- Form 40000072741-26-000080Mar 6, 2026
- Form 40000072741-26-000076Feb 25, 2026
- Form 40000072741-26-000074Feb 24, 2026
- Form 40000072741-26-000072Feb 20, 2026
- Form 40000072741-26-000071Feb 20, 2026
- Form 40000072741-26-000067Feb 19, 2026
- Form 40000072741-26-000066Feb 19, 2026
- Form 40000072741-26-000063Feb 17, 2026
- Form 40000072741-26-000062Feb 17, 2026
- Form 40000072741-26-000061Feb 17, 2026
- Form 40000072741-26-000060Feb 17, 2026
Fundamentals
XBRL · EVERSOURCE ENERGYAnnual figures sourced directly from EVERSOURCE ENERGY's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for EVERSOURCE ENERGY — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-QQuarterly reportMay 7, 2026
- 8-KFORM 8-KMay 6, 2026
- 8-KFORM 8-KMar 31, 2026
- DEF 14AProxy statementMar 27, 2026
- 8-KFORM 8-KFeb 26, 2026
- 10-KEVERSOURCE 10-KFeb 17, 2026
- 8-KFORM 8-KFeb 12, 2026
- 8-KFORM 8-KJan 30, 2026
- 8-KFORM 8-KDec 5, 2025
- 8-KFORM 8-KNov 24, 2025
- 10-QQuarterly reportNov 6, 2025
- 8-KFORM 8-KNov 4, 2025
- 8-KFORM 8-KOct 17, 2025
- 8-KFORM 8-KOct 14, 2025
- 10-QQuarterly reportAug 4, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| D.E. Shaw | Q2 2026 | open | $66 | $68 | +3% |
| Renaissance Technologies | Q2 2026 | open | $68 | $68 | +0% |
| Soros Fund Management | Q1 2026 | open | $72 | $68 | -5% |
| Citadel Advisors | Q4 2025 | open | $71 | $68 | -4% |
| Point72 Asset Management | Q3 2025 | Q1 2026 | $63 | $71 | +14% |
| Renaissance Technologies | Q2 2025 | Q1 2026 | $58 | $69 | +19% |
| Renaissance Technologies | Q4 2024 | Q1 2025 | $56 | $58 | +4% |
| Citadel Advisors | Q3 2024 | Q3 2025 | $61 | $63 | +3% |
| Two Sigma Investments | Q3 2024 | open | $61 | $68 | +12% |
| AQR Capital Management | Q3 2024 | open | $61 | $68 | +12% |
| Millennium Management | Q3 2024 | open | $61 | $68 | +12% |
| Maverick Capital | Q4 2021 | Q1 2022 | $69 | $68 | -1% |
| Bridgewater Associates | Q3 2021 | Q3 2024 | $74 | $61 | -18% |
| Maverick Capital | Q1 2021 | Q3 2021 | $68 | $74 | +10% |
| Bridgewater Associates | Q2 2020 | Q4 2020 | $61 | $75 | +22% |
| Bridgewater Associates | Q2 2018 | Q2 2019 | $43 | $56 | +31% |
| Bridgewater Associates | Q4 2017 | Q1 2018 | $48 | $43 | -10% |
| Bridgewater Associates | Q3 2015 | Q4 2015 | $34 | $35 | +1% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.